Elder Law Issues

Each week we discuss various elder-law, and elder-law adjacent, issues. In plain language, we review estate planning, guardianship, special needs and other legal and practical developments.

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Recent Episodes

Let’s Talk About the Challenges of Aging

Posted May 9, 202100:12:25

Challenges of aging: everyone knows that there are plenty. In this podcast episode, we discuss some of those challenges. What special knowledge do we...

What is the Role of the Public Fiduciary in Arizona?

Posted May 2, 202100:13:04

Though it is little-known, every county in Arizona has one. But what is the role of the Public Fiduciary in Arizona? No other state has precisely the...

Actually Using Your Power of Attorney

Posted April 25, 202100:14:32

Using your power of attorney should be pretty straightforward. You signed the document so that someone could handle your finances and health decisions....

Signing Tax Returns For Someone Else

Posted April 11, 202100:12:17

Signing tax returns can be difficult -- or even impossible -- for someone who is incapacitated. Can someone else sign for them? Who -- and how? To be...

Qualified Charitable Distributions and Your IRA

Posted April 4, 202100:13:45

Qualified charitable distributions (QCDs, to the initiated) are a relatively recent addition to the federal income tax rules. Using them can make a...